Fidelity Investments Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 32.1 15.4 -1.4 14.2 8.2
Category Average 29.9 14.3 -1.7 13.4 7.8
Assets for Each Yr* 834.4 1,002.2 968.3 1,118.1 1,223.3
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 8.23 9.87 4.68

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,223,340 $2,500 6.3 93.7
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 44.62 1.07 Average
International Stock 3.3 9.42 1.38 Average
Municipal Bond 4.0 2.61 0.71 Below Avg
Taxable Bond 3.5 17.78 0.82 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
17 25 26
3 7 4
1 8 2
Asset Allocation %
Cash 6.7
Stocks 66.5
Bonds 24.9
Other 1.9
Annual Turnover % 61
% Assets in Top 10 6.4
 
Sector Breakdown (% of stocks) 
Sensitive 38.5
Communication Services 3.0
Energy 8.1
Industrials 10.5
Technology 16.8
Cyclical 37.0
Basic Materials 5.1
Consumer Cyclical 14.1
Financial Services 15.0
Real Estate 2.7
Defensive 24.6
Consumer Defensives 9.9
Healthcare 12.7
Utilities 1.9

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-17-13

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology -17.52 1.33
  Google, Inc. Class A* Technology 28.53 1.22
  Wells Fargo & Co* Financial Services 18.29 0.60
  Coca-Cola Co* Consumer Defensive 19.31 0.54
  Amgen Inc* Healthcare 23.63 0.51
  Exxon Mobil Corporation* Energy 7.41 0.46
  Visa, Inc.* Financial Services 22.20 0.45
  Gilead Sciences Inc* Healthcare 53.30 0.43
  Comcast Corp Class A* Communication Services 14.65 0.42
  General Electric Co* Industrials 12.67 0.42
  Procter & Gamble Co* Consumer Defensive 19.58 0.41
  Berkshire Hathaway Inc Class A* Financial Services 26.36 0.39
  JPMorgan Chase & Co* Financial Services 20.31 0.38
  Citigroup Inc* Financial Services 30.11 0.37
  Amazon.com Inc* Consumer Cyclical 7.59 0.36
  Chevron Corp* Energy 15.89 0.36
  Biogen Idec Inc* Healthcare 54.98 0.35
  Qualcomm, Inc.* Technology 8.08 0.35
  Pfizer Inc* Healthcare 17.39 0.34
  MasterCard Incorporated Class A* Financial Services 19.22 0.34
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Lowest Expenses | More
05-17-13

Longest Manager Tenure | More
05-17-13

Fund Name Manager Name Average Manager Tenure
Fidelity Contrafund William Danoff 23
Fidelity Advisor Emerging Markets Inc T John H. Carlson 18
Fidelity New Markets Income John H. Carlson 18
Fidelity Growth Company Steven S. Wymer 16
Fidelity Real Estate Investment Steve J. Buller 15

Shortest Manager Tenure | More
05-17-13

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor Europe Cap Apprec A Risteard Hogan 0
Fidelity Advisor Floating Rate Hi Inc A Eric Mollenhauer 0
Fidelity Europe Capital Appreciation Risteard Hogan 0
Fidelity Mid Cap Value Court Dignan 0
Fidelity Select Pharmaceuticals Asher Anolic 0
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